Essential Resources & Blogs for Insurance Agency Success

3 Essential Tips for Producer Management & Compensation

Agency Owner Articles, Helpful Tips: For Leadership

Producer compensation can be a sensitive topic with no perfect solution. Every agency seems to set these up in a unique way.  Attempting to create the perfect formula for every producer can be a futile effort.  Choosing the cookie-cutter approach rather than analyzing and evaluating each producer book based on individual merit can lead to […]

How To Reconnect A Disconnected Team

Agency Owner Articles, Helpful Tips: For Leadership

Sending teams to work remote in early 2020 sent a bit of a shockwave through the industry, especially for offices operating in a very traditional brick and mortar office. At the time that agencies had to pivot operations, there was an understanding that this would be temporary. While some agencies have started to move back […]

Making the Most of Your 1st Year in Insurance

Agency Staff Articles, Helpful Tips: For Employees

Starting a new job in an insurance agency can create a full range of emotions. It is reasonable to feel like there is a lot to learn and unsure of where to start. And while all of this may feel a little unsettling and intimidating, the good news is that you’ve come to the right […]

How to Leave & Return to A Career In Insurance

Agency Staff Articles, Helpful Tips: For Employees

How To Approach Diversity & Inclusion in Your Agency

Agency Owner Articles, Helpful Tips: For Leadership

The insurance industry has been characterized in many less than complimentary ways over its time in existence.  Sayings like “stale, pale and male” and “Good Old Boys Club” are descriptions that have influenced opinions within the industry as well as the perception of those outside the industry.  The truth is it is an industry that […]

How to Deal With Workplace Dilemmas

Agency Staff Articles, Helpful Tips: For Employees

About the Author Justin Goodman has spent the past 20 years in insurance. He is the co-founder and CEO of Total CSR and co-founder and Managing Director of Project 55. By the age of 29, he was recognized as one of the top five construction insurance experts nationwide by Risk and Insurance Magazine. He also […]

Making the Most of Marketing for Your Agency

Agency Owner Articles, Helpful Tips: For Leadership

Brand awareness is a critical component to the success of insurance agencies and the agents who work in them. Access to the right marketing can be the difference between reaching your target audience and missing the mark altogether. For marketing to be effective, agencies need to dedicate resources like time, money, and effort. A marketing […]

Finding the Right Fit For Your Agency Dress Code

Agency Owner Articles, Helpful Tips: For Leadership

It does not seem that long ago that the typical insurance agency office was full of men in suits and ties and women in skirts, blouses, and nylons. There has been a substantial shift over the last three decades to a much more casual approach. The push from employees to allow for an even more […]

What to Do When Hygiene Becomes a Problem In the Office

Agency Owner Articles, Helpful Tips: For Leadership

There is a logical expectation that employees in your agency will use a commonsense approach regarding appropriate hygiene and sanitary practices. Your agency very likely has a section in the employee handbook that covers general guidelines about personal hygiene. It is typically a safe assumption that employees will follow it without much discussion required.  Unfortunately, […]

How to Navigate the Path from Service to Sales

Agency Staff Articles, Helpful Tips: For Employees

Building a career in sales in the insurance industry can be extremely lucrative with the potential to make an excellent living.  And while the producer role is not the right one for everyone, if you have the desire and the grit to take a run at a sales position, the payoff can be very rewarding. […]